Fund Catalog

NAV

$18.4

1Y Return

12.5%

AUM

$18340M

Total Market Moderate

Vanguard Asset Management S&P 500 Index Fund

Amanda Foster · Russell 3000 Index

NAV

$22.9

1Y Return

11.8%

AUM

$84970M

Small Cap High

BlackRock Capital Advisors US Small Cap Fund

Sarah Mitchell · Russell 2000 Index

NAV

$27.4

1Y Return

18.0%

AUM

$6300M

Mid Cap Moderately High

BlackRock Capital Advisors US Mid Cap Blend Fund

Robert Harrington · Russell Midcap Index

NAV

$32.7

1Y Return

16.5%

AUM

$12310M

Tax-Advantaged Moderate

Fidelity Investments Tax-Advantaged Equity Fund

Emily Carson · S&P 500 Index

NAV

$35.6

1Y Return

12.2%

AUM

$9080M

Sectoral - Technology High

Fidelity Investments Technology Sector Fund

Michael Thornton · NASDAQ-100 Index

NAV

$36.9

1Y Return

19.5%

AUM

$9190M

Sectoral - Healthcare Moderately High

T. Rowe Price Group Healthcare & Pharma Fund

David Langford · S&P 500 Health Care Index

NAV

$40.6

1Y Return

13.5%

AUM

$5240M

International Moderately High

T. Rowe Price Group International Equity Fund

Christine Weber · MSCI EAFE Index

NAV

$44.3

1Y Return

12.5%

AUM

$14990M

Money Market Low to Moderate

Invesco Global Funds Government Money Market Fund

Thomas Brennan · ICE BofA 3-Month T-Bill Index

NAV

$50.4

1Y Return

5.2%

AUM

$42480M

Short Duration Low to Moderate

Invesco Global Funds Short Duration Bond Fund

Laura Steinberg · Bloomberg US Agg 1-3 Year Index

NAV

$51.7

1Y Return

5.5%

AUM

$11490M

Corporate Bond Low to Moderate

Franklin Templeton Investment Grade Corp Bond Fund

Nathan Kowalski · Bloomberg US Corporate Bond Index

NAV

$55.4

1Y Return

6.5%

AUM

$10140M

Aggressive Hybrid Moderate

Franklin Templeton Aggressive Growth Balanced Fund

Katherine Rossi · 60/40 S&P 500 / Bloomberg US Agg

NAV

$59.1

1Y Return

10.5%

AUM

$13390M

Balanced Moderate

PIMCO Asset Management Balanced Income Fund

Andrew Blackwell · 50/50 S&P 500 / Bloomberg US Agg

NAV

$64.4

1Y Return

9.0%

AUM

$17100M

Multi Asset Moderate

PIMCO Asset Management Global Multi-Asset Fund

Rachel Dubois · MSCI All Country World Index

NAV

$67.3

1Y Return

9.8%

AUM

$8070M

European Equity Moderately High

Amundi Asset Management European Equity Fund

William Hartmann · MSCI Europe Index

NAV

€71.0

1Y Return

10.8%

AUM

€5420M

Mid Cap Moderately High

Amundi Asset Management US Mid Cap Value Fund

James Whitfield · Russell Midcap Index

NAV

€73.9

1Y Return

15.5%

AUM

€9290M

Large Cap Value Moderate

Vanguard Asset Management US Large Cap Value Fund

Sarah Mitchell · S&P 500 Value Index

NAV

$80.8

1Y Return

11.5%

AUM

$23160M

Small Cap High

Vanguard Asset Management US Small Cap Growth Fund

Robert Harrington · Russell 2000 Index

NAV

$82.9

1Y Return

18.0%

AUM

$6650M

Total Market Moderate

BlackRock Capital Advisors Total Market Index Fund

Emily Carson · Russell 3000 Index

NAV

$85.8

1Y Return

11.8%

AUM

$72820M

Tax-Advantaged Moderate

BlackRock Capital Advisors Retirement Growth Fund

Michael Thornton · S&P 500 Index

NAV

$91.9

1Y Return

12.5%

AUM

$10210M

Sectoral - Technology High

Fidelity Investments NASDAQ-100 Index Fund

Amanda Foster · NASDAQ-100 Index

NAV

$93.2

1Y Return

19.8%

AUM

$38920M

Sectoral - Healthcare Moderately High

Fidelity Investments Biotech & Healthcare Fund

David Langford · S&P 500 Health Care Index

NAV

$98.5

1Y Return

14.2%

AUM

$5030M

International Moderately High

T. Rowe Price Group Global Infrastructure Fund

Christine Weber · MSCI EAFE Index

NAV

$100.6

1Y Return

12.8%

AUM

$7420M

Short Duration Low to Moderate

T. Rowe Price Group Ultra-Short Bond Fund

Thomas Brennan · Bloomberg US Agg 1-3 Year Index

NAV

$103.5

1Y Return

5.5%

AUM

$16590M

Corporate Bond Low to Moderate

Invesco Global Funds High Yield Corporate Bond Fund

Laura Steinberg · Bloomberg US Corporate Bond Index

NAV

$108.8

1Y Return

7.0%

AUM

$8400M

Fixed Income Low

Invesco Global Funds Global Aggregate Bond Fund

Nathan Kowalski · Bloomberg Global Aggregate Bond Index

NAV

$113.3

1Y Return

5.2%

AUM

$9530M

Aggressive Hybrid Moderate

Franklin Templeton Core Equity Income Fund

Katherine Rossi · 60/40 S&P 500 / Bloomberg US Agg

NAV

$117.8

1Y Return

11.5%

AUM

$11260M

Balanced Moderate

Franklin Templeton Strategic Income Fund

Andrew Blackwell · 50/50 S&P 500 / Bloomberg US Agg

NAV

$120.7

1Y Return

9.2%

AUM

$12630M

Multi Asset Moderate

PIMCO Asset Management All-Weather Multi-Asset Fund

Rachel Dubois · MSCI All Country World Index

NAV

$125.2

1Y Return

10.5%

AUM

$8460M

European Equity Moderately High

Amundi Asset Management Europe Opportunities Fund

William Hartmann · MSCI Europe Index

NAV

€126.5

1Y Return

10.8%

AUM

€4570M

Small Cap High

DWS Group US Small Cap Value Fund

James Whitfield · Russell 2000 Index

DWS Group

NAV

€132.6

1Y Return

18.5%

AUM

€6560M

Large Cap Growth Moderate

DWS Group US Large Cap Blend Fund

Sarah Mitchell · S&P 500 Growth Index

DWS Group

NAV

€133.1

1Y Return

12.5%

AUM

€32390M

International Moderately High

Schroders Investment Emerging Markets Growth Fund

Robert Harrington · MSCI EAFE Index

Schroders Investment

NAV

£137.6

1Y Return

12.8%

AUM

£7120M

Large Cap Growth Moderate

Schroders Investment Focused Growth Equity Fund

Emily Carson · S&P 500 Growth Index

Schroders Investment

NAV

£141.3

1Y Return

12.8%

AUM

£9070M

Balanced Moderate

Vanguard Asset Management Retirement Income Fund

Michael Thornton · 50/50 S&P 500 / Bloomberg US Agg

NAV

$145.8

1Y Return

9.0%

AUM

$21200M

Small Cap High

BlackRock Capital Advisors Russell 2000 Index Fund

Amanda Foster · Russell 2000 Index

NAV

$151.1

1Y Return

18.5%

AUM

$29910M

Sectoral - Technology High

Fidelity Investments Digital Innovation Fund

David Langford · NASDAQ-100 Index

NAV

$154.8

1Y Return

20.5%

AUM

$8660M

Sectoral - Healthcare Moderately High

T. Rowe Price Group Global Healthcare Leaders Fund

Christine Weber · S&P 500 Health Care Index

NAV

$155.3

1Y Return

13.5%

AUM

$5890M

Money Market Low to Moderate

Invesco Global Funds Prime Money Market Fund

Thomas Brennan · ICE BofA 3-Month T-Bill Index

NAV

$160.6

1Y Return

5.0%

AUM

$56900M

Short Duration Low to Moderate

Franklin Templeton Intermediate Term Bond Fund

Laura Steinberg · Bloomberg US Agg 1-3 Year Index

NAV

$162.7

1Y Return

5.5%

AUM

$15590M

Corporate Bond Low to Moderate

PIMCO Asset Management Corporate Credit Fund

Nathan Kowalski · Bloomberg US Corporate Bond Index

NAV

$168.8

1Y Return

7.2%

AUM

$8380M

Aggressive Hybrid Moderate

Amundi Asset Management Conservative Income Fund

Katherine Rossi · 60/40 S&P 500 / Bloomberg US Agg

NAV

€173.3

1Y Return

11.5%

AUM

€12410M

Multi Asset Moderate

DWS Group Dynamic Allocation Fund

Andrew Blackwell · MSCI All Country World Index

DWS Group

NAV

€174.6

1Y Return

9.8%

AUM

€10120M

Large Cap Value Moderate

Schroders Investment US Equity Income Fund

Rachel Dubois · S&P 500 Value Index

Schroders Investment

NAV

£179.1

1Y Return

11.0%

AUM

£16750M

European Equity Moderately High

Vanguard Asset Management Europe Value Equity Fund

William Hartmann · MSCI Europe Index

NAV

$182.8

1Y Return

11.0%

AUM

$5000M

Mid Cap Moderately High

BlackRock Capital Advisors US Mid Cap Select Fund

James Whitfield · Russell Midcap Index

NAV

$187.3

1Y Return

16.2%

AUM

$11630M

Large Cap Growth Moderate

Fidelity Investments US Large Cap Alpha Fund

Sarah Mitchell · S&P 500 Growth Index

NAV

$191.0

1Y Return

13.2%

AUM

$20180M

Fixed Income Low

T. Rowe Price Group Global Bond Fund

Robert Harrington · Bloomberg Global Aggregate Bond Index

NAV

$194.7

1Y Return

5.2%

AUM

$13530M

Total Market Moderate

Invesco Global Funds Quantitative Equity Fund

Emily Carson · Russell 3000 Index

NAV

$197.6

1Y Return

12.0%

AUM

$7600M

Large Cap Value Moderate

Franklin Templeton Dividend Growth Fund

Michael Thornton · S&P 500 Value Index

NAV

$202.9

1Y Return

11.5%

AUM

$12210M